Sage Mountain Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$10.3K Hold
2024
Q4
$10.9K Buy
2022
Q1
Sell
2021
Q4
$16K Buy